EffiWise

For independent insurance agency owners

When someone asks AI for an insurance agency near you, does it name you, or your competitors?

A free audit that runs real buyer prompts through AI search for your market. See how often AI names your agency, and who it recommends instead.

Free • report in about 3 minutes • no sign-up, no card.

43%
never named by AI in any prompt
6%
show a license number on their site
42
median score out of 100

From 151 audits run May through September 2026. See the full numbers

What lands in your inbox

One report. Four things you can act on.

No fluff, no vendor jargon. Every finding is translated into what it costs you in quote requests, and every fix says who does it and how long it takes.

A peek at your reportExample
47/ 100
Overall score

Named in 2 of 7 AI prompts. Competitors took the rest.

Prompt: “best home insurance agency near you”

AI named: Cornerstone Insurance, King Risk Partners, Ricky Credille Agency

Your agency: not mentioned

Your pillar scores appear here
Score
A 0 to 100 score across three pillars: AI Shortlist Battle, Local Findability, Authority Signals.
Shortlist
Seven buyer-style prompts through AI search, with the exact agencies AI named instead of you.
Competitors
Who is winning the AI shortlist in your market, with their ratings and reviews.
Roadmap
A sequenced fix list with honest hour estimates and projected extra quote requests per month.

Run live at the MIA Annual Meeting, where 41 Mississippi agencies audited their sites in two days.

How it works

  1. 01
    You enter your website and your town.

    About a minute. No sign-up, no card, no sales call.

  2. 02
    We ask AI what a buyer would ask.

    Seven real shopping prompts for your market, through AI search. We record exactly who gets named.

  3. 03
    We read your site the way AI does.

    Schema, named agents, license numbers, carriers, Google Business Profile, directory listings, page speed. Scored in code, not guessed.

  4. 04
    Your report lands in your inbox.

    About three minutes later. Scores, the competitors AI picked, and a fix list ordered by what moves lead velocity first.

Questions

Before you ask.

Is it really free?

Yes. The audit is free and the report is yours. We built it because agency owners kept asking us whether AI recommends them, and nobody could answer with evidence.

What do you actually test?

We run seven buyer-style prompts for your city through AI search and record which agencies get named. Then we read your site and your Google Business Profile the way an AI engine does: schema markup, named agents, visible license numbers, carriers, directory listings, and mobile speed. Every score is computed in code from those facts.

Will the results be the same if I run it again?

The site and listing checks are deterministic. The AI prompt results are a snapshot of what AI search said that day and can shift between runs, the same way they shift for a real buyer.

Who is this for?

Independent insurance agency owners and marketers. It handles home, auto and business agencies, and life, health and Medicare agencies, with prompts matched to what you sell.

What happens with my email?

We send you the report and a confirmation. Matthew may reply if something in your results stands out. No drip campaign, no list sale.

Do I have to buy anything?

No. The report is built to be run in-house or handed to your current web vendor. If you would rather not, we build agency websites: the finished site comes first, you look at it, and it is $150 a month ($250 with monthly content) only if you want it.

Already know the site is the problem? We build agency websites the same way this audit grades them. Yours gets built first; you look at it before paying anything. How the preview works